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I have the steps on how we can add the payment options back to your invoices, outofthechaos.
It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:
I've added a sample screenshot for your reference:
After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:
Please see sample screenshot below:
This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.
I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.
I have the steps on how we can add the payment options back to your invoices, outofthechaos.
It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:
I've added a sample screenshot for your reference:
After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:
Please see sample screenshot below:
This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.
I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.
Thank you for the great instructions and visuals. However, when I go into my custom forms and invoice template, there is no 'Payments' tab to click on at the top. I only have the first three 'Design, Content and Emails'.
Is this a setting I am missing somewhere?
Thanks again
Let me clear things out for you, MLC.
The Payments tab on the Custom form styles feature will appear once you've signed up for QuickBooks Payments. Then, you can set up your account to get paid faster and for your customers to pay their invoices online.
To sign up for QuickBooks Payments within your QuickBooks Online (QBO) account, we can:
Feel free to browse this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Also, you can check out this website directly to learn more about QuickBooks Payment's different plans and rates: https://quickbooks.intuit.com/money/see-plans/.
I'll be adding these resources to help you with managing your invoices and refund customer payments in QBO:
I'm still all ears to handle any invoice-related concerns in QBO. Take care always!
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